SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,315
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$348K
3
+$296K
4
PSMR icon
Pacer Swan SOS Moderate April ETF
PSMR
+$284K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$265K

Top Sells

1
+$125K
2
+$106K
3
+$92.5K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$85.7K
5
IRDM icon
Iridium Communications
IRDM
+$54.6K

Sector Composition

1 Technology 15.64%
2 Financials 11.38%
3 Healthcare 10.43%
4 Consumer Discretionary 7.01%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$13K ﹤0.01%
196
827
$13K ﹤0.01%
84
828
$12.9K ﹤0.01%
56
829
$12.8K ﹤0.01%
83
830
$12.8K ﹤0.01%
40
831
$12.7K ﹤0.01%
63
+5
832
$12.6K ﹤0.01%
231
833
$12.6K ﹤0.01%
343
834
$12.6K ﹤0.01%
231
835
$12.6K ﹤0.01%
52
836
$12.5K ﹤0.01%
72
837
$12.5K ﹤0.01%
96
838
$12.5K ﹤0.01%
432
839
$12.5K ﹤0.01%
325
840
$12.4K ﹤0.01%
+266
841
$12.4K ﹤0.01%
380
842
$12.4K ﹤0.01%
469
843
$12.3K ﹤0.01%
455
844
$12.3K ﹤0.01%
41
845
$12.3K ﹤0.01%
179
846
$12.3K ﹤0.01%
156
+31
847
$12.3K ﹤0.01%
85
+8
848
$12.3K ﹤0.01%
411
849
$12.2K ﹤0.01%
341
850
$12.2K ﹤0.01%
327
32 33
34
35 36